Empowering You to Win the Tax Game and Achieve Financial Freedom
Core Financial Resources is a financial services firm dedicated to helping business owners and individual investors win the tax game and achieve financial independence. We believe that all financial strategies are incomplete without a sound tax strategy, and we strive to provide our clients with creative tax strategies that help them keep more of their hard-earned money.
Our team has decades of experience and academic credentials, and we are committed to serving our clients with a personal, one-on-one approach. We take pride in our team-first approach, our dedication to personal responsibility, and our fun-loving culture. We are always looking for talented and motivated individuals to join our team, and we offer competitive compensation and benefits packages.
Capabilities
At Core Financial Resources, we offer a wide range of financial services to help our clients achieve their financial goals. Our capabilities include:
Business Accounting & Advice: We provide comprehensive accounting services to help business owners simplify their financial responsibilities and take advantage of unique challenges and opportunities. Our technology, automation, and concierge-level customer service help business owners outsource their accounting department and take advantage of creative tax strategies.
Tax Preparation: Our tax preparation services are designed to help our clients navigate the complexities of the tax code and maximize their tax benefits. We offer individuals and family tax preparation services, as well as business tax preparation services.
Fractional CFO: Our fractional CFO services provide business owners with access to a team of financial experts who can help them make better financial decisions. We provide financial reports and advice that provide insight, not just data, helping business owners make more informed decisions.
Payroll: Our payroll services help business owners manage their payroll responsibilities with ease. We handle payroll, cash management, bill pay, and tax with a team of experts.
Retirement Plans: Our retirement plans are designed to help business owners and individuals achieve their long-term financial goals. We offer 401(k), Solo 401(k), and other retirement plan options to help our clients secure their financial future.
Individuals & Family Tax Preparation: Our individuals and family tax preparation services are designed to help our clients navigate the complexities of the tax code and maximize their tax benefits.
Financial Planning and Investments: Our financial planning and investment services are designed to help our clients achieve their long-term financial goals. We offer comprehensive financial planning services, as well as investment management services designed to help our clients grow and protect their wealth.
Insights
At Core Financial Resources, we are committed to providing our clients with the insights and information they need to make informed financial decisions. Our blog covers a wide range of topics, including financial planning, tax strategies, and investment management. We also provide regular updates on the latest news and trends in the financial industry.
Contact Us
If you are interested in learning more about our services, we encourage you to contact us today. We would be happy to answer any questions you may have and help you determine whether Core Financial Resources is the right fit for your financial needs.
Overwhelmingly Positive Reviews
The reviews from these satisfied clients praise Core Financial Resources for their exceptional service, professionalism, and dedication to providing excellent tax preparation and financial guidance. Many reviewers have been working with the company for multiple years, citing consistent excellent service and guidance from knowledgeable and accommodating accountants, such as Joy, Chris, and Scott.
Consistently Outstanding Performance
The reviewers praised the company's ability to handle complex tax situations, provide thorough and efficient service, and offer personalized attention to their clients. Many appreciated the team's patience, honesty, and willingness to explain complex financial concepts in a clear and understandable manner.
Highly Recommended
The reviewers highly recommend Core Financial Resources to anyone seeking personal or business tax help, citing the company's expertise, reliability, and commitment to excellence.
Negative Review
One reviewer, Mp Grimm, gave a 1-star review, expressing frustration with a problem they experienced with their 2016 tax return. However, it's worth noting that the reviewer did not detail specific issues with the service provided by Core Financial Resources, only mentioning that they had to deal with a problem after receiving a letter from the state indicating a tax owed.
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